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Berkshire Hathaway Class B

3,585 hedge funds and large institutions have $298B invested in Berkshire Hathaway Class B in 2023 Q2 according to their latest regulatory filings, with 175 funds opening new positions, 1,357 increasing their positions, 1,439 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,585
Holders Change
+53
Holders Change %
+1.5%
% of All Funds
56.54%
Holding in Top 10
644
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+2.71%
% of All Funds
10.16%
New
175
Increased
1,357
Reduced
1,439
Closed
89
Calls
$6.86B
Puts
$3.8B
Net Calls
+$3.06B
Net Calls Change
+$1.37B
Name Holding Trade Value Shares
Change
Shares
Change %
OCM
3251
Orion Capital Management
California
$313K +$2.73K +8 +0.9%
SFG
3252
Steward Financial Group
Texas
$313K
KFS
3253
Kelly Financial Services
Massachusetts
$312K -$2.39K -7 -0.8%
CIP
3254
Capital Insight Partners
Arizona
$312K -$71.6K -210 -19%
CGFA
3255
Colton Groome Financial Advisors
North Carolina
$311K -$133K -390 -30%
BCAM
3256
Boston Common Asset Management
Massachusetts
$311K
FWA
3257
Freedom Wealth Alliance
Wisconsin
$311K -$17.2K -50 -5%
CA
3258
Claris Advisors
Missouri
$309K -$4.43K -13 -1%
WBC
3259
West Branch Capital
Massachusetts
$309K +$183K +538 +147%
DR
3260
Davis Rea
Ontario, Canada
$307K
ICP
3261
Interchange Capital Partners
Pennsylvania
$307K -$552K -1,618 -64%
ASA
3262
Armstrong Shaw Associates
Connecticut
$307K
IAS
3263
Investment Advisory Services
Texas
$307K
ACM
3264
Alamar Capital Management
California
$307K +$40.2K +118 +15%
WWG
3265
West Wealth Group
California
$306K +$19.8K +58 +7%
EM
3266
ELCO Management
New York
$305K
SFG
3267
Synergy Financial Group
California
$305K
WHCI
3268
W.H. Cornerstone Investments
Massachusetts
$304K +$17.1K +50 +6%
SP
3269
SWS Partners
Ohio
$303K -$898K -2,634 -75%
LA
3270
Lifeworks Advisors
Michigan
$303K +$34.1K +100 +13%
WLPWM
3271
Walled Lake Planning & Wealth Management
Illinois
$301K -$10.2K -30 -3%
CWM
3272
CCG Wealth Management
California
$301K +$6.14K +18 +2%
KFA
3273
Krane Funds Advisors
New York
$301K -$736K -2,161 -71%
MWPCG
3274
Measured Wealth Private Client Group
New Hampshire
$301K -$7.16K -21 -2%
KFS
3275
Kaizen Financial Strategies
California
$300K